Peak Financial Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
580
-210
| -27% | -$117K | 0.09% | 70 |
|
|
2025
Q1 | $451K | Sell |
790
-4
| -0.5% | -$2.29K | 0.14% | 56 |
|
|
2024
Q4 | $553K | Buy |
794
+100
| +14% | +$69.7K | 0.17% | 52 |
|
|
2024
Q3 | $369K | Sell |
694
-21
| -3% | -$11.2K | 0.11% | 68 |
|
|
2024
Q2 | $422K | Sell |
715
-15
| -2% | -$8.85K | 0.13% | 59 |
|
|
2024
Q1 | $457K | Sell |
730
-41
| -5% | -$25.7K | 0.15% | 56 |
|
|
2023
Q4 | $448K | Hold |
771
| – | – | 0.15% | 54 |
|
|
2023
Q3 | $380K | Buy |
+771
| New | +$380K | 0.14% | 52 |
|